What Paul Singer Bought in Q1 2026
Elliott Investment Management · Quarterly 13F recap as filed with the SEC.
Period: 2026-03-31 · Filed · Historical
$20.11B
Total Value
33
Holdings
9
New Buys
4
Reduced
In Q1 2026, Paul Singer reported 33 long equity positions worth $20.11B in their Elliott Investment Management 13F filing, including 9 new positions (largest: Consumer Discretionary Select Sector SPDR at $468.6M) and 7 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | TFPM | TRIPLE FLAG PRECIOUS METAL | 133248215 | $4.63B | 22.99% | -0.4% |
| 2 | PSX | PHILLIPS 66 | 19251000 | $3.51B | 17.44% | — |
| 3 | SU | SUNCOR ENERGY INC NEW | 52670800 | $3.48B | 17.31% | — |
| 4 | XLI | Industrial Select Sector SPDR | 7500000 | $1.21B | 6.03% | — |
| 5 | LUV | SOUTHWEST AIRLS CO | 30346000 | $1.14B | 5.67% | -40.6% |
| 6 | XLP | Consumer Staples Select Sector SPDR | 9140000 | $749.3M | 3.73% | +-54.3% |
| 7 | HPE-PC | HEWLETT PACKARD ENTERPRISE C | 27421735 | $652.9M | 3.25% | +47.2% |
| 8 | UNIT | UNITI GROUP LLC | 59012219 | $553.5M | 2.75% | — |
| 9 | PINS | PINTEREST INC | 28000000 | $513.5M | 2.55% | — |
| 10 | XLY | Consumer Discretionary Select Sector SPDR | 4300000 | $468.6M | 2.33% | NEW |
| 11 | HYG | iShares iBoxx $ High Yield Corporate Bond ETF | 5000000 | $397.8M | 1.98% | NEW |
| 12 | DLR-PL | DIGITAL RLTY TR INC | 1500000 | $270.3M | 1.34% | +50.0% |
| 13 | ETSY | ETSY INC | 5000000 | $249.9M | 1.24% | — |
| 14 | NCLH | NORWEGIAN CRUISE LINE HLDGS | 13186000 | $246.6M | 1.23% | NEW |
| 15 | QQQ | Invesco QQQ Trust (Nasdaq-100) | 400000 | $230.9M | 1.15% | +-73.3% |
| 16 | SDRL | SEADRILL LTD | 4719085 | $214.7M | 1.07% | +3.5% |
| 17 | IWD | ISHARES TR | 1000000 | $213.7M | 1.06% | -64.3% |
| 18 | PEP | PEPSICO INC | 1275000 | $198.0M | 0.98% | — |
| 19 | GDX | VANECK ETF TRUST | 2000000 | $183.5M | 0.91% | NEW |
| 20 | GDX | VANECK ETF TRUST | 1650000 | $151.4M | 0.75% | +-88.2% |
| 21 | EQIX | EQUINIX INC | 150000 | $147.0M | 0.73% | — |
| 22 | EEM | iShares MSCI Emerging Markets ETF | 500000 | $124.0M | 0.62% | NEW |
| 23 | OR | OR ROYALTIES INC. | 3111000 | $118.3M | 0.59% | — |
| 24 | RIG | TRANSOCEAN LTD | 15626834 | $103.6M | 0.52% | NEW |
| 25 | CCI | CROWN CASTLE INC | 1225000 | $99.6M | 0.50% | — |
| 26 | XME | SPDR SERIES TRUST | 900000 | $97.2M | 0.48% | — |
| 27 | FTV | FORTIVE CORP | 750000 | $41.5M | 0.21% | NEW |
| 28 | W | WAYFAIR INC | 15000000 | $26.2M | 0.13% | — |
| 29 | EMR | EMERSON ELEC CO | 200000 | $26.2M | 0.13% | NEW |
| 30 | GLIBK | GCI LIBERTY INC | 659928 | $24.6M | 0.12% | — |
| 31 | HDB | HDFC BANK LTD | 797085 | $19.8M | 0.10% | +267.7% |
| 32 | WPM | WHEATON PRECIOUS METALS CORP | 100000 | $13.1M | 0.07% | NEW |
| 33 | MSTR 0.625 03/15/30 | STRATEGY INC | 10000000 | $11.5M | 0.06% | -37.5% |